Ali Khodadad
CFA®, CFP®, ChFC®, CLU®, RICP®, AIF®, RSSA®
Head of Income Planning,
Comprehensive Brokerage Services, LLC
Ali Khodadad's Sessions
- May 20
- 2:50 pm
- - 3:40 pm
- Check Mobile App for Locations
- Breakout Session
- Cutting Edge Strategies
Breakout Session – The Irrevocable Advantage: Strategic Annuity Positioning for High-Net-Worth Estates
Annuities inside trusts can be powerful—or pointless—depending on the structure.
This master’s-level session explores the mechanics of IRC 72(u), the critical differences between revocable and irrevocable trust treatment, and specific scenarios where annuities enhance wealth transfer and income planning. Through detailed case studies and technical walkthroughs, attendees will learn how to identify the right opportunities, avoid common pitfalls, and confidently integrate annuities into irrevocable trust strategies for clients with complex estates.
